In this class, I go into the how digital native education companies like LAIX are challenging traditional companies like New Oriental.
Which of the 6 Digital Superpowers does LAIX have? If any.
- Dramatically transform the user experience
- Enable a platform business model
- Network effects
- Other competitive advantage
Related podcasts and articles:
- #1: Basics of Digital Economics
Concepts for this class:
- Jobs to be Done
- Digital Econoimcs
- Digital Superpower 1: Dramatically Transform User Experience
Companies for this class:
- Liulishuo (LAIX)
- New Oriental Education
I write and speak about digital competition and China / Asia’s leading tech companies.
My book Moats and Marathons details how to measure competitive advantage in digital businesses.
I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.
My subscription newsletter offers:
Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.
See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?
A unique view from on the ground of digital China / Asia.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.